Prospective Members
Ready to join the Servant Solutions Retirement plan? Start here! The information and downloads below will guide you through the first steps to partnering with us:
Electronic Membership Application
You can access our Retirement Plan Membership Application here. Please complete this form to provide your contact and employer information, select your investment options, and designate your beneficiaries.
Salary Reduction Agreement
Complete this form and provide it to your Employer. This form lets your Employer know how to adjust your paycheck for your contributions to the Servant Solutions Retirement Plan.
Contribution Type Definitions
Download the Servant Solutions Retirement Plan Contribution Remittance Form below, which outlines types of contributions and timing guidelines for remitting.
Looking to the Future
How is Servant Solutions different from non-church retirement plans? Download our booklet to discover how we approach financial resources from a unique, Biblically-based foundation that paves the way for a secure future.
Submit Your First Contribution
After you submit your Membership Application and Servant Solutions receives your first contribution, your account will be established! If you or your employer have any questions about how to submit your first contributions to Servant Solutions, please give us a call. We’re here to help: 800-844-8983.
As a member, you will receive periodic emails and mailings from Servant Solutions that provide financial and retirement education. You will also receive quarterly account statements from Principal Financial Group, our partner and recordkeeper. The Summary Plan Description and Retirement Plan Document might be helpful documents for you to review, too.
Our goal is to provide you with the help and support you need to build a solid financial future. We are your trusted partners in ministry and are committed to providing responsive and excellent service. We are only a phone call away. Call us whenever you need assistance!